Ãå±±ÂÖ¼é

B2 Insurance

Customer Service Representative/Account Manager

Posted on Apr 29 Remote 14 views

About the Role:
We are seeking an experienced Customer Service Representative to join a growing commercial insurance firm with a strong reputation for client service and integrity. This is a high-impact position supporting a large portfolio of property and casualty accounts, offering a unique opportunity to work directly with the CEO and contribute to the firm's long-term growth.

Key Responsibilities:


  • Manage a portfolio of commercial lines clients, providing exceptional service and support
  • Act as a liaison between clients, carriers, and underwriters to ensure accurate policy execution and issue resolution
  • Handle audits, audit policies, endorsements, and policy changes with precision and urgency
  • Negotiate renewals and coverage terms with underwriters to secure favorable outcomes
  • Maintain up-to-date documentation, track client interactions, and ensure compliance in particular with efficiency and accuracy with the ACORD applications
  • Leverage AMS 360, HawkSoft, or Epic systems for policy administration and workflow management
  • Develop deep carrier relationships, especially with Travelers and The Hartford
  • Identify opportunities to enhance client satisfaction


Requirements:


  • Minimum 5 years of experience in commercial property & casualty insurance (customer service or account management)

  • Proficient in AMS360, HawkSoft, or Epic

  • Strong understanding of policy audits, endorsements, and underwriting negotiation
  • Demonstrated knowledge of carriers such as Travelers and Hartford

  • Excellent communication skills and a customer-first mindset
  • Detail-oriented with the ability to manage a high volume of clients and complex tasks
  • Strong time management and organizational skills


Why Join Us:


  • Work directly alongside the CEO on high-value accounts
  • High earnings potential, with performance-based incentives
  • Long-term career growth and leadership opportunities
  • Supportive, fast-paced environment with a strong company culture

Related Job Listings

WAHVE

Personal Lines Account Manager - Insurance - REMOTE

Posted on Mar 18 Remote 82 Views